Twin Lakes Capital Management as of March 31, 2024
Portfolio Holdings for Twin Lakes Capital Management
Twin Lakes Capital Management holds 243 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 9.8 | $15M | 85k | 171.48 | |
Capri Holdings SHS (CPRI) | 5.4 | $7.9M | 175k | 45.30 | |
FedEx Corporation (FDX) | 3.8 | $5.6M | 19k | 289.73 | |
Charles Schwab Corporation (SCHW) | 3.8 | $5.6M | 77k | 72.34 | |
Gilead Sciences (GILD) | 3.8 | $5.6M | 76k | 73.25 | |
Seagate Technology Hldngs Pl Ord Shs (STX) | 3.4 | $5.1M | 54k | 93.05 | |
Exxon Mobil Corporation (XOM) | 3.1 | $4.6M | 40k | 116.24 | |
Southwest Airlines (LUV) | 2.9 | $4.3M | 149k | 29.19 | |
Servicenow (NOW) | 2.9 | $4.3M | 5.7k | 762.40 | |
Starwood Property Trust (STWD) | 2.8 | $4.1M | 202k | 20.33 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.6 | $3.9M | 7.4k | 523.05 | |
Central Pac Finl Corp Com New (CPF) | 2.6 | $3.8M | 193k | 19.75 | |
Microsoft Corporation (MSFT) | 2.4 | $3.6M | 8.5k | 420.74 | |
Norwegian Cruise Line Hldg L SHS (NCLH) | 2.4 | $3.6M | 171k | 20.93 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 2.3 | $3.3M | 13k | 259.91 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.2 | $3.3M | 7.9k | 420.52 | |
Amazon (AMZN) | 2.2 | $3.3M | 18k | 180.38 | |
L3harris Technologies (LHX) | 2.1 | $3.2M | 15k | 213.09 | |
JPMorgan Chase & Co. (JPM) | 1.9 | $2.8M | 14k | 200.30 | |
CVS Caremark Corporation (CVS) | 1.8 | $2.6M | 33k | 79.76 | |
United Parcel Service CL B (UPS) | 1.7 | $2.5M | 17k | 148.63 | |
Six Flags Entertainment (SIX) | 1.6 | $2.3M | 88k | 26.32 | |
Meta Platforms Cl A (META) | 1.5 | $2.2M | 4.5k | 485.61 | |
Boeing Company (BA) | 1.4 | $2.1M | 11k | 192.99 | |
Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $1.9M | 13k | 150.93 | |
Eaton Vance Tax-managed Glob | 1.2 | $1.8M | 63k | 28.93 | |
Visa Com Cl A (V) | 1.1 | $1.6M | 5.8k | 279.09 | |
Johnson & Johnson (JNJ) | 0.9 | $1.4M | 8.9k | 158.19 | |
Herman Miller (MLKN) | 0.9 | $1.4M | 55k | 24.76 | |
Vanguard Index Fds Growth Etf (VUG) | 0.9 | $1.3M | 3.7k | 344.22 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 0.8 | $1.2M | 17k | 72.36 | |
Agnico (AEM) | 0.8 | $1.2M | 20k | 59.65 | |
Workday Cl A (WDAY) | 0.8 | $1.2M | 4.3k | 272.75 | |
Incyte Corporation (INCY) | 0.8 | $1.1M | 20k | 56.97 | |
Cisco Systems (CSCO) | 0.6 | $813k | 16k | 49.91 | |
NVIDIA Corporation (NVDA) | 0.5 | $789k | 873.00 | 903.72 | |
Abbott Laboratories (ABT) | 0.5 | $783k | 6.9k | 113.66 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $766k | 18k | 41.77 | |
Intel Corporation (INTC) | 0.5 | $760k | 17k | 44.17 | |
Walt Disney Company (DIS) | 0.5 | $720k | 5.9k | 122.36 | |
MGIC Investment (MTG) | 0.5 | $707k | 32k | 22.36 | |
Alphabet Cap Stk Cl C (GOOG) | 0.5 | $688k | 4.5k | 152.26 | |
Lockheed Martin Corporation (LMT) | 0.5 | $686k | 1.5k | 454.86 | |
American Express Company (AXP) | 0.4 | $662k | 2.9k | 227.67 | |
Planet Fitness Cl A (PLNT) | 0.4 | $648k | 10k | 62.63 | |
Honeywell International (HON) | 0.4 | $641k | 3.1k | 205.28 | |
Howard Hughes Holdings (HHH) | 0.4 | $589k | 8.1k | 72.62 | |
Procter & Gamble Company (PG) | 0.4 | $572k | 8.4k | 68.31 | |
Reliance Steel & Aluminum (RS) | 0.4 | $556k | 1.7k | 334.25 | |
Pfizer (PFE) | 0.4 | $550k | 20k | 27.75 | |
Regions Financial Corporation (RF) | 0.4 | $549k | 26k | 21.04 | |
Costco Wholesale Corporation (COST) | 0.4 | $526k | 718.00 | 732.63 | |
Nabors Industries SHS (NBR) | 0.4 | $519k | 6.0k | 86.13 | |
Spdr Gold Tr Gold Shs (GLD) | 0.3 | $492k | 2.4k | 205.72 | |
Eaton Corp SHS (ETN) | 0.3 | $491k | 1.6k | 312.68 | |
Advanced Micro Devices (AMD) | 0.3 | $479k | 2.7k | 180.49 | |
Ishares Tr Msci India Etf (INDA) | 0.3 | $455k | 8.8k | 51.59 | |
Ishares Tr Cur Hed Msci Ger (HEWG) | 0.3 | $400k | 11k | 35.47 | |
PNC Financial Services (PNC) | 0.3 | $385k | 2.4k | 161.62 | |
Bristol Myers Squibb (BMY) | 0.3 | $383k | 7.1k | 54.23 | |
Novartis Sponsored Adr (NVS) | 0.3 | $378k | 3.9k | 96.73 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $374k | 843.00 | 443.96 | |
Medtronic SHS (MDT) | 0.3 | $374k | 4.3k | 87.16 | |
Hawaiian Holdings | 0.2 | $345k | 26k | 13.33 | |
Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $329k | 5.7k | 58.07 | |
Cigna Corp (CI) | 0.2 | $315k | 868.00 | 363.20 | |
Ishares Gold Tr Ishares New (IAU) | 0.2 | $306k | 7.3k | 42.01 | |
International Business Machines (IBM) | 0.2 | $293k | 1.5k | 190.94 | |
Amgen (AMGN) | 0.2 | $284k | 1.0k | 284.32 | |
Li Auto Sponsored Ads (LI) | 0.2 | $284k | 9.4k | 30.28 | |
Eaton Vance Tax-Managed Global Buy-Write (ETW) | 0.2 | $273k | 33k | 8.20 | |
Home Depot (HD) | 0.2 | $270k | 704.00 | 383.60 | |
Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.2 | $261k | 2.2k | 120.42 | |
Regeneron Pharmaceuticals (REGN) | 0.2 | $256k | 266.00 | 962.49 | |
Eli Lilly & Co. (LLY) | 0.2 | $253k | 325.00 | 777.96 | |
Moody's Corporation (MCO) | 0.2 | $243k | 619.00 | 393.18 | |
3M Company (MMM) | 0.2 | $243k | 2.3k | 106.07 | |
Goldman Sachs (GS) | 0.1 | $218k | 521.00 | 418.03 | |
Agilent Technologies Inc C ommon (A) | 0.1 | $216k | 1.5k | 145.51 | |
Lululemon Athletica (LULU) | 0.1 | $215k | 551.00 | 390.65 | |
Chevron Corporation (CVX) | 0.1 | $213k | 1.4k | 157.72 | |
Wal-Mart Stores (WMT) | 0.1 | $211k | 3.5k | 60.17 | |
Verizon Communications (VZ) | 0.1 | $207k | 4.9k | 41.96 | |
Nextera Energy (NEE) | 0.1 | $198k | 3.1k | 63.91 | |
Docusign (DOCU) | 0.1 | $195k | 3.3k | 59.55 | |
Moderna (MRNA) | 0.1 | $189k | 1.8k | 106.56 | |
Prologis (PLD) | 0.1 | $175k | 1.3k | 130.22 | |
At&t (T) | 0.1 | $164k | 9.3k | 17.60 | |
Harley-Davidson (HOG) | 0.1 | $162k | 3.7k | 43.74 | |
Merck & Co (MRK) | 0.1 | $159k | 1.2k | 131.94 | |
Tesla Motors (TSLA) | 0.1 | $158k | 897.00 | 175.79 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $153k | 1.1k | 136.04 | |
Establishment Labs Holdings Ord (ESTA) | 0.1 | $149k | 2.9k | 50.90 | |
McDonald's Corporation (MCD) | 0.1 | $143k | 508.00 | 281.83 | |
Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $135k | 4.3k | 31.62 | |
Mastercard Incorporated Cl A (MA) | 0.1 | $132k | 274.00 | 481.93 | |
Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.1 | $130k | 1.2k | 108.50 | |
Northrop Grumman Corporation (NOC) | 0.1 | $125k | 261.00 | 478.62 | |
Ishares Msci Mexico Etf (EWW) | 0.1 | $120k | 1.7k | 69.30 | |
Palantir Technologies Cl A (PLTR) | 0.1 | $119k | 5.1k | 23.01 | |
Biogen Idec (BIIB) | 0.1 | $110k | 511.00 | 215.63 | |
Union Pacific Corporation (UNP) | 0.1 | $104k | 424.00 | 245.93 | |
Spotify Technology S A SHS (SPOT) | 0.1 | $104k | 395.00 | 263.90 | |
Oracle Corporation (ORCL) | 0.1 | $101k | 800.00 | 125.61 | |
General Electric Com New (GE) | 0.1 | $95k | 540.00 | 175.53 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $93k | 511.00 | 182.58 | |
Edison International (EIX) | 0.1 | $92k | 1.3k | 70.70 | |
Pepsi (PEP) | 0.1 | $86k | 489.00 | 175.01 | |
Air Products & Chemicals (APD) | 0.1 | $85k | 351.00 | 242.27 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $85k | 700.00 | 120.99 | |
Generac Holdings (GNRC) | 0.1 | $80k | 630.00 | 126.14 | |
Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.1 | $79k | 2.3k | 34.74 | |
Hilton Worldwide Holdings (HLT) | 0.1 | $78k | 366.00 | 213.31 | |
Hershey Company (HSY) | 0.1 | $78k | 400.00 | 194.50 | |
Lowe's Companies (LOW) | 0.1 | $76k | 300.00 | 254.73 | |
Target Corporation (TGT) | 0.1 | $76k | 427.00 | 177.15 | |
Hldgs (UAL) | 0.1 | $74k | 1.6k | 47.88 | |
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) | 0.1 | $74k | 1.3k | 57.23 | |
Dropbox Cl A (DBX) | 0.0 | $72k | 3.0k | 24.30 | |
BP Sponsored Adr (BP) | 0.0 | $72k | 1.9k | 37.69 | |
Amicus Therapeutics (FOLD) | 0.0 | $71k | 6.0k | 11.78 | |
Gold Fields Sponsored Adr (GFI) | 0.0 | $69k | 4.3k | 15.89 | |
Morgan Stanley Com New (MS) | 0.0 | $68k | 720.00 | 94.16 | |
Affirm Hldgs Com Cl A (AFRM) | 0.0 | $68k | 1.8k | 37.26 | |
Ionis Pharmaceuticals (IONS) | 0.0 | $65k | 1.5k | 43.35 | |
Applied Materials (AMAT) | 0.0 | $62k | 300.00 | 206.23 | |
Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.0 | $61k | 1.3k | 47.71 | |
Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $60k | 588.00 | 101.41 | |
Block Cl A (SQ) | 0.0 | $57k | 679.00 | 84.58 | |
Amplify Etf Tr Amplify Lithium (BATT) | 0.0 | $57k | 6.1k | 9.45 | |
Bank of Hawaii Corporation (BOH) | 0.0 | $57k | 917.00 | 62.39 | |
General Dynamics Corporation (GD) | 0.0 | $57k | 200.00 | 282.49 | |
Johnson Ctls Intl SHS (JCI) | 0.0 | $55k | 847.00 | 65.32 | |
Pacific Biosciences of California (PACB) | 0.0 | $54k | 14k | 3.75 | |
Ishares Tr Msci Uk Etf New (EWU) | 0.0 | $52k | 1.5k | 34.21 | |
Apa Corporation (APA) | 0.0 | $51k | 1.5k | 34.38 | |
Eastman Chemical Company (EMN) | 0.0 | $50k | 500.00 | 100.22 | |
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (KMB) | 0.0 | $49k | 2.8k | 17.32 | |
Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $49k | 3.0k | 16.34 | |
Teladoc (TDOC) | 0.0 | $49k | 3.2k | 15.10 | |
Bank of America Corporation (BAC) | 0.0 | $49k | 1.3k | 37.91 | |
Westrock (WRK) | 0.0 | $49k | 981.00 | 49.45 | |
United Rentals (URI) | 0.0 | $48k | 67.00 | 722.19 | |
Ishares Msci Aust Etf (EWA) | 0.0 | $47k | 1.9k | 24.66 | |
Nasdaq Omx (NDAQ) | 0.0 | $47k | 750.00 | 63.10 | |
Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $47k | 682.00 | 68.16 | |
Matterport Com Cl A (MTTR) | 0.0 | $46k | 20k | 2.26 | |
Netflix (NFLX) | 0.0 | $45k | 74.00 | 607.32 | |
Waste Management (WM) | 0.0 | $43k | 200.00 | 213.28 | |
Coupang Cl A (CPNG) | 0.0 | $43k | 2.4k | 17.79 | |
GSK Sponsored Adr (GSK) | 0.0 | $41k | 957.00 | 42.87 | |
Ross Stores (ROST) | 0.0 | $40k | 270.00 | 146.76 | |
ResMed (RMD) | 0.0 | $40k | 200.00 | 198.03 | |
Eaton Vance Tax Managed Diversified Eq. (ETY) | 0.0 | $38k | 2.9k | 13.36 | |
Caterpillar (CAT) | 0.0 | $37k | 100.00 | 366.43 | |
Bioatla (BCAB) | 0.0 | $36k | 11k | 3.44 | |
Trane Technologies SHS (TT) | 0.0 | $36k | 119.00 | 301.40 | |
Ameriprise Financial (AMP) | 0.0 | $35k | 80.00 | 438.29 | |
Freeport-mcmoran CL B (FCX) | 0.0 | $34k | 730.00 | 47.02 | |
Celanese Corporation (CE) | 0.0 | $33k | 192.00 | 171.55 | |
Rio Tinto Sponsored Adr (RIO) | 0.0 | $32k | 500.00 | 63.74 | |
Brooks Automation (AZTA) | 0.0 | $31k | 518.00 | 60.28 | |
Viatris (VTRS) | 0.0 | $29k | 2.4k | 11.94 | |
Ferrari Nv Ord (RACE) | 0.0 | $28k | 65.00 | 435.32 | |
Deere & Company (DE) | 0.0 | $28k | 68.00 | 410.74 | |
Vaneck Etf Trust Vaneck Vietnam (VNM) | 0.0 | $28k | 2.0k | 13.90 | |
MercadoLibre (MELI) | 0.0 | $27k | 18.00 | 1511.94 | |
Honest (HNST) | 0.0 | $24k | 6.0k | 4.05 | |
CoreSite Realty | 0.0 | $24k | 100.00 | 242.99 | |
Raytheon Technologies Corp (RTX) | 0.0 | $24k | 249.00 | 97.57 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $24k | 71.00 | 337.06 | |
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) | 0.0 | $23k | 1.5k | 15.24 | |
Vir Biotechnology (VIR) | 0.0 | $22k | 2.2k | 10.13 | |
Ishares Tr Rusel 2500 Etf (SMMD) | 0.0 | $22k | 334.00 | 65.63 | |
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $21k | 272.00 | 77.25 | |
Carrier Global Corporation (CARR) | 0.0 | $20k | 347.00 | 58.14 | |
Zoom Video Communications In Cl A (ZM) | 0.0 | $20k | 298.00 | 65.37 | |
Lennar Corp Cl A (LEN) | 0.0 | $19k | 112.00 | 172.48 | |
Emerson Electric (EMR) | 0.0 | $19k | 167.00 | 113.37 | |
Tencent Music Entmt Group Spon Ads (TME) | 0.0 | $19k | 1.7k | 11.19 | |
Coca-Cola Company (KO) | 0.0 | $18k | 300.00 | 61.18 | |
Diageo Spon Adr New (DEO) | 0.0 | $18k | 122.00 | 148.49 | |
Hawaiian Electric Industries (HE) | 0.0 | $18k | 1.6k | 11.27 | |
Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $16k | 180.00 | 90.91 | |
Unity Software (U) | 0.0 | $15k | 570.00 | 26.70 | |
Archer Daniels Midland Company (ADM) | 0.0 | $15k | 238.00 | 62.89 | |
Array Technologies Com Shs (ARRY) | 0.0 | $15k | 1.0k | 14.91 | |
Hannon Armstrong (HASI) | 0.0 | $15k | 518.00 | 28.40 | |
Delta Air Lines Inc Del Com New (DAL) | 0.0 | $14k | 300.00 | 47.87 | |
General Mills (GIS) | 0.0 | $14k | 200.00 | 69.97 | |
Hp (HPQ) | 0.0 | $14k | 463.00 | 30.22 | |
Danaher Corporation (DHR) | 0.0 | $14k | 56.00 | 248.46 | |
Warner Bros Discovery Com Ser A (WBD) | 0.0 | $14k | 1.6k | 8.73 | |
Curtiss-Wright (CW) | 0.0 | $14k | 53.00 | 255.66 | |
HNI Corporation (HNI) | 0.0 | $14k | 300.00 | 45.13 | |
CRH Ord (CRH) | 0.0 | $13k | 152.00 | 86.12 | |
Lamb Weston Hldgs (LW) | 0.0 | $13k | 118.00 | 106.11 | |
Alterity Therapeutics Sponsored Ads (ATHE) | 0.0 | $12k | 5.9k | 2.07 | |
Tyson Foods Cl A (TSN) | 0.0 | $12k | 208.00 | 58.75 | |
MGM Resorts International. (MGM) | 0.0 | $12k | 253.00 | 47.22 | |
Shopify Cl A (SHOP) | 0.0 | $12k | 150.00 | 77.17 | |
Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $11k | 100.00 | 107.73 | |
Vanguard World Financials Etf (VFH) | 0.0 | $10k | 102.00 | 102.39 | |
Cummins (CMI) | 0.0 | $10k | 34.00 | 293.94 | |
Hdfc Bank Sponsored Ads (HDB) | 0.0 | $9.8k | 175.00 | 56.11 | |
Sprott Physical Plat Pallad Unit (SPPP) | 0.0 | $9.7k | 1.0k | 9.65 | |
Ingersoll Rand (IR) | 0.0 | $9.5k | 100.00 | 95.25 | |
Editas Medicine (EDIT) | 0.0 | $9.3k | 1.3k | 7.42 | |
ConAgra Foods (CAG) | 0.0 | $9.0k | 303.00 | 29.69 | |
Allogene Therapeutics (ALLO) | 0.0 | $8.7k | 2.0k | 4.47 | |
Netease Sponsored Ads (NTES) | 0.0 | $8.6k | 83.00 | 103.77 | |
Alaska Air (ALK) | 0.0 | $8.6k | 200.00 | 42.99 | |
Dolby Laboratories Com Cl A (DLB) | 0.0 | $8.4k | 100.00 | 83.77 | |
Best Buy (BBY) | 0.0 | $8.2k | 100.00 | 82.03 | |
Te Connectivity SHS (TEL) | 0.0 | $7.3k | 50.00 | 145.24 | |
Lauder Estee Cos Cl A (EL) | 0.0 | $7.0k | 46.00 | 152.89 | |
Ryanair Holdings Sponsored Ads (RYAAY) | 0.0 | $6.7k | 46.00 | 145.59 | |
Alexander & Baldwin (ALEX) | 0.0 | $6.7k | 406.00 | 16.45 | |
Kyndryl Hldgs Common Stock (KD) | 0.0 | $6.4k | 296.00 | 21.76 | |
J&J Snack Foods (JJSF) | 0.0 | $6.1k | 42.00 | 146.21 | |
Fortune Brands (FBIN) | 0.0 | $5.4k | 64.00 | 84.53 | |
Essex Property Trust (ESS) | 0.0 | $5.2k | 21.00 | 249.48 | |
Veeva Sys Cl A Com (VEEV) | 0.0 | $3.7k | 16.00 | 231.69 | |
S&p Global (SPGI) | 0.0 | $3.5k | 8.00 | 438.50 | |
Bausch Health Companies (BHC) | 0.0 | $3.2k | 300.00 | 10.61 | |
Calamos Conv Opportunities & Sh Ben Int (CHI) | 0.0 | $3.1k | 272.00 | 11.33 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $3.0k | 6.00 | 504.67 | |
Comcast Corp Cl A (CMCSA) | 0.0 | $2.8k | 65.00 | 43.54 | |
Franco-Nevada Corporation (FNV) | 0.0 | $2.7k | 23.00 | 116.61 | |
Haleon Spon Ads (HLN) | 0.0 | $2.5k | 300.00 | 8.49 | |
salesforce (CRM) | 0.0 | $2.4k | 8.00 | 301.12 | |
Otis Worldwide Corp (OTIS) | 0.0 | $2.3k | 23.00 | 99.57 | |
Organon & Co Common Stock (OGN) | 0.0 | $2.3k | 121.00 | 18.84 | |
Veralto Corp Com Shs (VLTO) | 0.0 | $1.5k | 17.00 | 88.76 | |
Masterbrand Common Stock (MBC) | 0.0 | $1.2k | 63.00 | 18.76 | |
Hewlett Packard Enterprise (HPE) | 0.0 | $1.1k | 63.00 | 17.73 | |
Sea Sponsord Ads (SE) | 0.0 | $1.1k | 20.00 | 53.70 | |
Euronet Worldwide (EEFT) | 0.0 | $879.000000 | 8.00 | 109.88 | |
Wabtec Corporation (WAB) | 0.0 | $728.000000 | 5.00 | 145.60 | |
Energy Fuels Com New (UUUU) | 0.0 | $691.999000 | 110.00 | 6.29 | |
Copa Holdings Sa Cl A (CPA) | 0.0 | $106.000000 | 1.00 | 106.00 | |
Dxc Technology (DXC) | 0.0 | $106.000000 | 5.00 | 21.20 | |
Lumen Technologies (LUMN) | 0.0 | $66.998300 | 43.00 | 1.56 |